Frederickson Capital Management Group, located in Los Gatos, CA, has been actively managing separate accounts for individuals, families, trusts, retirement funds, and businesses for over three decades. They offer comprehensive investment planning, retirement-plan analysis, and specialize in the construction and management of equity and fixed income portfolios. With a distinct and well-defined value investment philosophy, they aim to help clients build wealth wisely across multiple market cycles.
Frederickson Capital Management Group believes in a collaborative approach, focusing on educating clients about their equity investment philosophy and providing sound advice. They strive to simplify the wealth management process and achieve clients' financial goals through effective portfolio management and advice. With a commitment to quality client service and a mission to provide customized strategies, they aim to be the primary source of financial advice for their clients.
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